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+0.71%
This Month
+23.1%
Year To Date
+66%
2 Years
+30.52%
5 Years
+30.52%
10 Years
+6.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services22.45%
- 💻 Electronic Technology17.54%
- 🛍️ Retail Trade12.56%
- 🪙 Cryptocurrencies9.85%
- ⛏️ Energy Minerals8.93%
- 🏥 Health Services8.27%
- 🚗 Consumer Durables6.38%
- 🚚 Transportation5.71%
- 💰 Finance5.4%
- 💼 Commercial Services1.61%
- 📊 ETFs1.15%
- 💵 Cash0.16%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.18%
- 🇺🇸 NYSE34.27%
- 🌍 Digital Currency9.85%
- 🇳🇴 Oslo Stock Exchange1.54%
- 🇬🇧 LSE0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.24%
- 🇧🇷 Brazil8.92%
- 🇸🇬 Singapore8.65%
- 🇬🇷 Greece4.16%
- 🇳🇴 Norway1.54%
- 🇬🇧 United Kingdom1.34%
- 🇷🇺 Russia0.01%
Dividends
Dividend Yield
1.59%
16 out of 32 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SVSTL.L (2546.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR.A | 0.88% | 9.89% | $2.21 |
 MPCC.OL | 0.25% | 15.9% | $5.9 |
 UNH | 0.21% | 2.55% | $7.74 |
 SBLK | 0.07% | 1.64% | $1.82 |
 GS | 0.07% | 1.58% | $11 |
 TROW | 0.06% | 4.84% | $4.92 |
 RTX | 0.02% | 1.49% | $2.44 |
 MSFT | 0.02% | 0.73% | $3 |
 META | 0% | 0.33% | $1 |
 PYPL | 0% | 0.23% | - |
 OGZDL.L | 0% | 67.74% | - |
 MNODL.L | 0% | 473.72% | - |
 SVSTL.L | 0% | 2546.05% | - |
 NVDA | 0% | 0.02% | $0.02 |
 NVTKL.L | 0% | 109.46% | - |
 LKOD.L | 0% | 76.06% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GS | Pay Day | Dec 30, 2025 | $4.00 |
Performance Metrics
Score 2.9/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-7.38
-7.38
-8
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-7.38
-7.38
-8
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
43.45
High:
PLTR
429.3PLTRLow:
SVSTL.L
0.01SVSTL.LDetails
PEG Ratio
206.96
High:
TROW
2,717.55TROWLow:SVSTL.L
0SVSTL.LDetails
Price/Book
12.95
High:
APP
154.04APPLow:
LKOD.L
0.01LKOD.LDetails
Price/Sales
7.21
High:PLTR
121.14PLTRLow:
UNH
0.71UNHDetails
Price/CF
32.99
High:PLTR
258.05PLTRLow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
63.48
High:PLTR
261.46PLTRLow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
43.45
High:PLTR
429.3PLTRLow:SVSTL.L
0.01SVSTL.LDetails
PEG Ratio
206.96
High:TROW
2,717.55TROWLow:SVSTL.L
0SVSTL.LDetails
Price/Book
12.95
High:APP
154.04APPLow:LKOD.L
0.01LKOD.LDetails
Price/Sales
7.21
High:PLTR
121.14PLTRLow:UNH
0.71UNHDetails
Price/CF
32.99
High:PLTR
258.05PLTRLow:ATADL.L
0.14ATADL.LDetails
Price/FCF
63.48
High:PLTR
261.46PLTRLow:ATADL.L
0.53ATADL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.68% | Nov 2021 | Nov 2024 | 36 |
-22.02% | May 2021 | Aug 2021 | 3 |
-13.23% | Dec 2024 | May 2025 | 5 |
-10.65% | Sep 2021 | Oct 2021 | 1 |
-10.49% | Nov 2025 | - | 2 |